Apple Earnings, Stellar iPhone Demand, Apple Sunsets Net Cash Neutral Target
Today's Above Avalon Daily update includes the following stories:
Apple Earnings
Stellar iPhone Demand
Apple Sunsets Net Cash Neutral Target
Hello everyone. Welcome to May. This is a special Friday edition of the Above Avalon Daily as we analyze Apple’s 2Q26 results and 3Q26 guidance.
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Previewing Apple’s 2Q26 Earnings: Above Avalon Estimates
Today's Above Avalon Daily update includes the following story:
Previewing Apple’s 2Q26 Earnings: Above Avalon Estimates
Today’s update will conclude our Apple 2Q26 earnings preview. Apple reports earnings tomorrow (Thursday) at 4:30 pm ET. The next update will go out Friday in the AM.
My updated Apple earnings model (works with Excel and Numbers) with revised 2Q26 and FY26 estimates is now available to those of you who have an Above Avalon Models subscription attached to your Above Avalon Daily subscription. To access the earnings model, log into the Above Avalon payer portal (here). Once signed in, go to the "Digital Package" tab which will bring you to your personalized page where the model can be downloaded. If you are interested in subscribing to Above Avalon Models, learn more about the subscription and accompanying bundle savings at this page.
This story is available for subscribers. To continue reading, click here.
Become an Above Avalon Daily subscriber to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
An audio version of this update is available to subscribers who have the Podcasts Package (+$10/month or +$100/year) attached to their Above Avalon Daily subscription.
Previewing Apple’s 2Q26: It’s All About Product Supply
Today's Above Avalon Daily update includes the following story:
Previewing Apple’s 2Q26: It’s All About Product Supply
Hello everyone.
Our attention will shift to Apple earnings. Apple will report FY2Q26 earnings on Thursday. Today’s update will kick off our earnings preview while tomorrow’s update (Wednesday PM) will include my granular estimates.
My updated Apple earnings model will also go live tomorrow (Wednesday PM) for those subscribed to Above Avalon Models (more information is available here).
This story is available for subscribers. To continue reading, click here.
Become an Above Avalon Daily subscriber to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
An audio version of this update is available to subscribers who have the Podcasts Package (+$10/month or +$100/year) attached to their Above Avalon Daily subscription.